CC
CC

Cheryl Cowan

17 Years of Experience
Colorado Springs, CO
Broker

Cheryl Cowan is a registered investment advisor at D.A. Davidson & CO., based in Colorado Springs, CO, with 17 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

121 S Tejon St, Suite 1109, Colorado Springs, CO, 80903

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
D.A. Davidson & CO.
September 2025 - Present · 8 mos
D.A. Davidson & CO.Broker
September 2025 - Present · 8 mos
Previous Registrations
Morgan Stanley
May 2024 - September 2025 · 1 yr 4 mos
Morgan StanleyBroker
May 2019 - September 2025 · 6 yrs 4 mos
MML Investors Services, LLCBroker
March 2017 - May 2019 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
January 2016 - March 2017 · 1 yr 2 mos
Ameriprise Financial Services, INC.
October 2010 - January 2016 · 5 yrs 3 mos
Ameriprise Financial Services, INC.Broker
October 2010 - January 2016 · 5 yrs 3 mos
T. Rowe Price Advisory Services, INC.
April 2010 - August 2010 · 4 mos
T. Rowe Price Investment Services, INC.Broker
May 2008 - August 2010 · 2 yrs 3 mos
State Registrations50 states
AKARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.